Perplexity taps Flanks to power AI-driven wealth management
By Molly Snaylam Publication Date: 2026-08-26 10:15:00 Flanks, the WealthTech firm providing a unified data layer for wealth managers, has…
Tag: wealthtech
Morningstar expands AI reach via Perplexity integration
By dwillis Publication Date: 2026-05-11 09:39:00 Morningstar and its subsidiary PitchBook have announced a new integration with AI search platform…
US wealthtech Orion names former Oracle VP Arun Anur as new COO – FinTech Futures
US wealthtech Orion names former Oracle VP Arun Anur as new COO FinTech Futures Article Source https://www.fintechfutures.com/2025/01/us-wealthtech-orion-names-former-oracle-vp-arun-anur-as-new-coo/